• Senior Account Manager

    Job Locations US-FL-Orlando
    # of Openings
    Customer Success
    Regular Full-Time
  • Summary

    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI. We are looking for an experienced Senior Account Manager to be accountable for the client account and relationship from closing of sales process through implementation and ongoing. Will maintain consistent communication, regular meetings, and solicit proactive feedback from client and coordinate efforts internally to respond to client need.  You will also drive increased value to client relationships and to exceed budgeted retention rate and maximize revenue per client.   Responsible for exceeding budgeted retention rate and maximizing revenue per client.


    About the Senior Account Manager

    In this role you will establish and maintain relationship with all key Decision Makers / Executive Level client contacts for strategic planning and upsell opportunities.  You will manage and/or participate in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship.


    In addition, you will:

    • Provide leadership and coaching for Account Managers and Technical Services Consultants.
    • Work with their aligned team to resolve escalations.
    • Responsible for Account Management client assignments.
    • Determine Client priorities.
    • Visit clients on a quarterly basis to perform Stewardship meetings.
    • Work with the AVP of Account Management to develop client strategies.
    • Partner with Ongoing Service Teams to deliver high quality services to Client.
    • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
    • Partner with Ongoing Service Teams to deliver high quality services to Client.
    • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
    • Determine Client Priorities
    • Establish point of escalation contact with day to day contacts at Client Company.
    • Meet at least quarterly with day to day contacts to review service level agreements and proactively solicit feedback on team performance.
    • Drive continual efficiency and value to the relationship by implementing additional system functionality / processes.
    • Continually seek opportunities to increase revenue by up-selling additional service offerings or converting additional employer groups.
    • Maintain documentation regarding client activity and responsible for updating all client documentation including client action plans and CRM cases.
    • Act as project manager / coordinator for all client special projects including annual open enrollment.
    • Participate with and coordinate with other departments regarding client specific issues including billing and collections.
    • Solicit sales leads from client.
    • Communicate, negotiate, and manage contractual changes with clients.
    • Reintroduce Account Teams as necessary.
    • Develop metrics to report to clients.
    • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 


    Management Duties:

    • Manage the Account Management Team.
    • Define and measure variable compensation programs for team members
    • Analyze, assign and maintain client levels based on annual gross profit
    • Define goals and objectives for and orchestrate Account Management’s involvement in the annual Open Enrollment process
    • Coordinate all department training efforts
    • Serve as Account Manager for designated accounts
    • Serve as point of escalation on client issues
    • Assisting sales reps on sales calls when the Account Management component is key part of sale
    • Develop metrics to report to clients
    • Actively coordinate and participate in large-scale implementations, projects and/or key strategic partnerships
    • Serve as liaison between Account Management department and other departments in the organization (i.e. Sales, Development, etc.)
    • In conjunction with Customer Service, maintain referenceable client information.
    • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 
    • Other duties as deemed necessary by Management


    About You

    As a Senior Account Manager you will have five to eight years of experience in a high visibility client management position within HR/ Benefits Service industry with strong customer service and orientation skills


    You will also have: 

    • College degree required.
    • Excellent oral and written communication skills
    • Excellent organization and prioritization skills          
    • Strong problem solving skills
    • Ability to be an effective team member
    • Must be able to work outside of normal work hours                                            
    • Must have ability to travel as required (approx. 25%)
    • Familiar with Microsoft Office and Microsoft Outlook

    What We Offer

    • Great compensation package, including a full suite of benefits.
    • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
    • Fast-paced environment with big goals and the opportunity make a big impact.


    Top ten reasons to come to PlanSource:


    #10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.


    #9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.


    #8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.


    #7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.


    #6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.


    #5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.


    #4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.


    #3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.


    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

    #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed